And should we die…

And should we die…

all is well.

A binder of last instruction

Your thoughtful planning

will endure as an expression of love for your family.

2

Index

God Grant Me the Courage Quote .................................................................................. 3

Harold B. Lee Quote ........................................................................................................ 4

First Things to Do ............................................................................................................ 5

Special Household Instructions ....................................................................................... 6

Location of Personal Papers ............................................................................................. 7

Cars .................................................................................................................................. 8

Important Warranties and Receipts ................................................................................. 9

Money from Employer ................................................................................................... 10

Money from Social Security ............................................................................................. 11

Money from Life Insurance .............................................................................................. 12

Money from Other Sources ............................................................................................. 12

Money from Stocks, Bonds and Notes/Bills ................................................................... 13

Savings Accounts ............................................................................................................. 14

Certificates of Deposit (CD’s) ......................................................................................... 15

Checking Accounts .......................................................................................................... 16

Safety Deposit Box ........................................................................................................... 16

Other Assets ...................................................................................................................... 17

House, Condominium, Cooperative ................................................................................. 18

Information about Rental .................................................................................................. 18

Debt .................................................................................................................................. 19

Outstanding Loans ............................................................................................................ 20

Last Testament (This I Believe) ....................................................................................... 21

Special Ideas, Thoughts or Wishes................................................................................... 22

Death Certificate/Cemetery ............................................................................................. 23

About the Obituary/Picture ............................................................................................. 24

My Obituary ..................................................................................................................... 25

About Funerals ................................................................................................................. 26

My Wishes for My Funeral .............................................................................................. 27

About Pallbearers ............................................................................................................. 28

My Funeral Program......................................................................................................... 29

About Memorials .............................................................................................................. 30

3

“God grant me the

courage

to face the inevitable…

and the prudence

to plan for it.”

4

Death of a loved one

Is the most severe test that you will ever face,

and if you can rise above your griefs

and if you will trust in God,

Then you will be able to surmount any other

difficulty with which you may be faced.

Harold B. Lee (New Era, August 1971, pp. 4-9)

5

First Things to Do

1. If a person dies in the home, you should call “911” or hospice immediately.

2. Inform your Bishop: Phone:

3. Call a friend to come help answer phones/make phone calls/answer the door etc.

Name: Phone:

4. Notify your funeral home Name: Phone:

(They will arrange transport across state lines if necessary.)

5. Do NOT post on Facebook…

6. Notify relatives (Heads of households) (see attached)

7. Notify close friends (see attached)

8. Notify employer Phone:

9. Notify attorney Phone:

10. Notify accountant Phone:

11. Notify family doctor(s) Phone:

12. The death certificate is generated by the funeral home. They will give you a number of

them. After that, if you need more, request multiple copies (10) of the death certificate

from County/State Bureau of Vital Statistics Phone:

13. Notify mortgage bank Phone:

14. Locate the will(s). Location:

6

Special Household Instructions

You may want to include a sketch of your floor plan here…

1. Pet care

Vet: Phone:

Possible caregiver for pet: Phone:

2. Yard care

3. Newspapers

4. Garbage pick-up

5. Location of water valves for shut off

6. Location of gas valves for shut off

7. Location of breaker panel

8. Instructions to start electrical generator

9. Location of septic tank and drain field

10. Location of keys/combinations to locks/safes

11. Location of fireproof safe(s)

12. Other instructions: (i.e. The silk plants are… or Before moving the piano…)

13. Passwords for electronics:

Cell Phone: Other:

Computer: Other:

Internet: Other:

Other: Other:

7

Location of Personal Papers

Birth certificates

Divorce decree

Durable power of attorney

Inventory of personal property

Last will and testament (see attached)

Living will * (see attached)

Marriage certificate

Military records

Adoption papers

Income tax returns:

Stock certificates:

Other:

* Your Living Will could be kept on your refrigerator; be sure your neighbors know it is

there and what to do if the paramedics come.

8

Cars

Year: Make: Model:

Body type: License number:

VIN number: Color:

Location of title:

Year: Make: Model:


VIN number: Color:

Location of title:

Year: Make: Model:


VIN number: Color:

Location of title:

Year: Make: Model:


VIN number: Color:

Location of title:

Year: Make: Model:


VIN number: Color:

Location of title:

9

Important Warranties and Receipts

Item: Location of warranty:












10

Money from Employer

1. Employer: Contact person:

Phone:

2. Unused sick leave: Contact person:

Phone:

3. Other employee benefits: Contact person:

Phone:

4. Pension Plan: Contact person:

Phone:

5. Profit Sharing: Contact person:

Phone:

6. Accident Insurance: Contact person:

Phone:

7. Thrift Savings Plan: Contact person:

Phone:

11

Money from Social Security

1-800-772-1213 or www.socialsecurity.gov

Social Security Number

Name on Card

Location of Card

Other names under which you had Social Security earnings (i.e. maiden name):

Lump sum to spouse: ($255 if eligible) $

Monthly benefit: $

Social Security benefits should be applied for as soon as possible following the death of a

wage earner. The average time for benefits to begin is 45 days, so doing this right away is

important. Family members will need to take the following documents to the

Social Security office (if the phone call to Social Security doesn’t take care of it):

1. Social Security number of deceased

2. Death certificate

3. Marriage license

4. Previous divorce papers of deceased

5. Birth certificates of deceased, spouse, children, and step-children living in the home of

the deceased

6. Military discharge papers

7. Income tax returns for previous two years

8. Social Security numbers of spouse, children, and stepchildren living in household:

Name: SS#:

Name: SS#:

Name: SS#:

Name: SS#:

Name: SS#:

http://www.socialsecurity.gov/

12

Money from Life Insurance

Company: Phone:

Address: Agent:

Amount of insurance: $

Beneficiary(s):

Policy number: Issue date:

Policy type: Maturity date:

How paid out:

Location of policy:

Company: Phone:

Address: Agent:

Amount of insurance: $

Beneficiary(s):

Policy number: Issue date:

Policy type: Maturity date:

How paid out:

Location of policy:

Money from Other Sources

Accident Insurance:

Contact person: Phone:

Policy number: Beneficiary:

Location of policy:

Auto Insurance:



Location of policy:

Homeowners/Property Insurance:



Location of policy:

Medical Insurance:



Location of policy:

Mortgage Insurance Company:



Location of policy:

13

Money from Stocks, Bonds and Notes/Bills

Stocks

Company: Phone:

Address: Agent:

Name on certificate(s)

Certificate number(s): Number of shares:

Purchase price: $ /share Purchase date:

Location of stock certificates:

Bonds

Issuer: Phone:

Address: Agent:

Issued to: Bond number(s):

Purchase price: $ Purchase date:

Face amount: Maturity date:

Location of certificate(s):

Notes/bills

Issuer: Phone:

Address: Agent:

Issued to: Note number(s):

Purchase price: $ Purchase date:

Face amount: Maturity date:

Location of certificate(s):

14

Savings Accounts

Two people on each account will simplify things in case of death;

The second person doesn’t have to be a signer, just a P.O.D. (payable on death).

Bank: Address:

Phone: Account type:

Name on account:

Account number:

Location of passbook:

Special instructions:

Bank: Address:


Name on account:

Account number:



Bank: Address:


Name on account:

Account number:



15

Certificates of Deposit (CD’s)

Two people on each certificate will simplify things in case of death;

The second person does not have to be a signer, just a P.O.D. (payable on death).

Bank: Address:

Phone:

Name on CD:

Account number: Amount: $

Location of Certificate:


Bank: Address:

Phone:

Name on CD:




Bank: Address:

Phone:

Name on CD:




16

Checking Accounts

Two people on each account will simplify things in case of death;

The second person does not have to be a signer, just a P.O.D. (payable on death).

Bank: Address:


Name on account:

Account number: Location of cancelled checks:

Location of statements:


Bank: Address:


Name on account:

Account number:

Location of cancelled checks:



Bank: Address:


Name on account:

Account number:

Location of cancelled checks:



Safety Deposit Box

Bank: Address:

Phone:

Name on account:

Box number:

Location of keys (be sure to put the name of the bank on the keys):

Contents: (see attached)

17

Other Assets

Retirement:

Retirement:

Annuity contracts:

Stock-options:

Profit-sharing plans:

Limited partnerships:

18

House, Condominium, Cooperative (Print one for each dwelling)

In whose name:

Address of house/condo/coop:

Lot: Block: On map called:

Other description:

Attorney at closing: Phone:

Location of statement of closing, policy of title insurance, deed, land survey, appraisal,

inspection, etc.

Cost of house:

Initial buying price: $ Purchase closing fee:

Other costs (i.e. real estate agent, legal fees) $

Improvements as of Total: $

Location of home improvement bills:

Mortgage(s)

Held by Phone:

Amount of original mortgage: $ Date taken:

Amount owed now: $ Life insurance on

Method of payment: mortgage? Yes No

Location of payment:

Veteran’s exemption claim: (Questions? Contact local tax assessor)

Location of documentation:

Annual amount: $

Property taxes

Amount yearly: $ Location of receipts:

Due on: and annually.

Information about Rental

Lease: Yes No Lease expires on:

Landlord: Phone:

Address:

Other information:

19

Debt

Credit Cards

All credit cards should be cancelled or, on joint accounts, converted to the name of surviving

spouse.

My credit score as of is .

1. Company: Phone:

Name(s) on card:

Acct. #:

2. Company: Phone:

Name(s) on card:

Acct. #:

3. Company: Phone:

Name(s) on card:

Acct. #:

4. Company: Phone:

Name(s) on card:

Acct. #:

5. Company: Phone:

Name(s) on card:

Acct. #:

6. Company: Phone:

Name(s) on card:

Acct. #:

7. Company: Phone:

Name(s) on card:

Acct. #:

8. Company: Phone:

Name(s) on card:

Acct. #:

20

Outstanding Loans

Bank: Address:

Phone: Loan type:

Name on loan:

Account number: Monthly payments: $

Location of papers:

Collateral (if any):

Life insurance on loan? Yes No

Bank: Address:

Phone: Loan type:

Name on loan:


Location of papers:



Bank: Address:

Phone: Loan type:

Name on loan:


Location of papers:



21

Last Testament (This I Believe)

Write down the things you believe.

22

Special Ideas, Thoughts or Wishes

Express your thoughts of love for your family or a message of farewell.

Share an idea you have for fairly distributing your personal property among your children.

Write something that might make them smile.

23

Death Certificate

The death certificate is generated by the funeral director and is then

recorded at the Bureau of Vital Statistics.

Facts for the funeral director for death certificate

My full name:

Date of birth: Birthplace:

Social Security number

Residence:

Marital Status: married divorced widowed single

Spouse:

Father’s name:

Father’s birthplace:

Mother’s maiden name:

Mother’s birthplace:

Length of residence in state:

Military service? Yes No

If yes, serial number: Date of active duty:

Date of discharge: Copy of DD214 (discharge papers)

Location of DD214:

Cemetery

Name of cemetery:

Lot #: Block #: Section #:

When purchased: Deed number:

Location of deed:


I would like to be buried in Lot #

24

About the Obituary

NOTE: The newspaper will want an obituary as soon as possible so having this done is a real

blessing to your loved ones.

In a standard obituary the family gives the facts to the funeral home who then writes it and

submits it to the newspaper. The newspaper will edit it.

A family tribute is more personal (i.e. grandpa was the best fisherman in the world) and costs

more. This is written by the family and given to the funeral home.

The funeral home then submits it to the newspaper.

Picture

Picture I want used for funeral program and/or obituary: (see attached)

25

My Obituary

Specific things I want included in my obituary (beyond what is in the life sketch):

Full Name

Street address

Birthplace

Birth date

Resided in County State

Lived here since

Marital status

Spouse name (including maiden name)

Marriage date Marriage place

Occupation

Company

Type of business industry

Veteran/Branch of service

Serial No.

Name of war/Dates served

Organization

Rank

Enlisted at Date

Discharged at Date

Location of Discharge Certificate

Father’s full name

Father’s Birthplace

Mother’s full maiden name

Mother’s Birthplace

I have written my obituary. Feel free to add to it. (see attached).

26

About Funerals

A funeral is a place of joy where good memories are talked about and families draw together.

As you consider your funeral program, remember that funerals serve a purpose and are a

necessary part of grieving—the lives and hearts of your family and friends will be empty

without you. Your funeral can give your loved ones hope in eternal things beyond this life.

Funerals fall under the same protocol as sacrament meetings—they are a religious ceremony

that emphasizes Christ. Therefore, the music should be planned with that mind. Church

protocol dictates that the Bishop give the final remarks.

My preferred florist is

Phone number:

27

My Wishes for My Funeral

My choice of funeral home:

Pre-paid funeral plan:

Location of ownership certificate/deed for cemetery property

Special requests (i.e. jewelry, clothing, etc.):

Other instructions (i.e. fingernails painted? shoes on?):

Favorite passage(s) of scripture:

Chief Coordinator (the person who will work with your spouse and children to make final

arrangements and will use their suggestions):

Casket type (wood/metal/fiberglass)

Headstone type (bronze/granite/other)

Standing or flat on ground

Do you wish a church service? Yes No

Name of church:

City: State:

Do you wish a funeral home service? Yes No

Name of funeral home:

City: State:

Do you wish a viewing? Yes No Do you wish an open casket? Yes No

Would you like the viewing at the funeral home or at the church?

Name of funeral home:

Location of church:

City: State:

Do you wish a graveside service? Yes No

Name of cemetery:

City: State:

28

About Pallbearers

Active pallbearers actually carry the casket from the church to the funeral coach and from the

funeral coach to the graveside. Six is the preferred number, but they can use eight.

“Honorary pallbearers” are those above the number of eight or those unable to attend the

funeral who receive special recognition.

Request for pallbearers:

Active Pallbearers:

Honorary Pallbearers:

Special requests for burial (i.e. before memorial service; family stay until casket is buried and

covered):

29

My Funeral Program

Musical numbers I would like sung/played and by whom:

Music: Musician:

Music: Musician:

Music: Musician:

Music: Musician:

Music: Musician:

Life sketch given by:

Life sketch should last twenty minutes at most and could include:

My full name:

Date of birth: Birthplace:

Where I grew up:

Schools attended:

Degrees and certificates:

Occupations:

Date and location of marriage:

Spouse:

Children and where they live:

Various places lived:

Honors and awards:

Leadership positions held and approximate length of time held:

Member of organizations:

Military service? Yes No Details:

Hobbies and talents:

30

About Memorials

Memorials are donations given in memory of the deceased. The funeral home will have

envelopes for major charities. I would request that memorials be given to the following

charity(s) or other special requests i.e. “In lieu of flowers, take your family dinner” or “In lieu

of flowers, save your money.”

Signed Date

And should we die…

Documents

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